Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding American Funds Washington Mutual Investors Fund N/R in their Schedule of Assets, totaling $10.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THOR INDUSTRIES, INC. THOR INDUSTRIES, INC. 401(K) PLAN | ELKHART IN | 16,465 | $189.0M | $7.2M |
| 2 | GILLETTE PEPSI COMPANIES, INC. THE GILLETTE PEPSI COMPANIES, INC. PROFIT SHARING AND SAVINGS PLAN | LACROSSE WI | 300 | $44.4M | $1.6M |
| 3 | INDEPENDENCE REALTY OPERATING PARTNERSHIP, LP |
PHILADELPHIA PA |
| 865 |
| $30.2M |
| $935K |
| 4 | THE BOAT HOUSE GROUP BOAT HOUSE 401(K) PLAN AND TRUST | CAPE CORAL FL | 197 | $8.7M | $427K |
| 5 | COBBLESTONE HOTELS, LLC COBBLESTONE HOTELS, LLC RETIREMENT SAVINGS PLAN | NEENAH WI | 180 | $4.2M | $122K |
| 6 | STONERIDGE MEAT & COUNTRY MARKET, INC. STONERIDGE MEAT & COUNTRY MARKET, INC. RETIREMENT PLAN | WAUTOMA WI | 238 | $5.1M | $49K |
